See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,049 | $85,022-85.8% | $70,515-82.9% | $139,434-91.4% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 21.41% | 30.38%-9.0pp | 32.77%-11.4pp | 372.94%-351.5pp |
| Employer contribution / active EE | $59 | $3,909-98.5% | $2,973-98.0% | $4,751-98.7% |
| Participant deferral / active EE | $1,334 | $5,890-77.3% | $4,567-70.8% | $6,710-80.1% |
| Admin fee / account holder | $6,116 | $8,906-31.3% | $6,412-4.6% | $11,403-46.4% |